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iShares 0-1 Year Treasury Bond ETF

711 hedge funds and large institutions have $9.52B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 288 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$86.5M
2 +$80.9M
3 +$77.9M
4
UBS Group
UBS Group
Switzerland
+$73.9M
5
Morgan Stanley
Morgan Stanley
New York
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Wealth Alliance
New York
$7.56M
OFA
152
Oak Family Advisors
Illinois
$7.52M
AFC
153
Adaptive Financial Consulting
Ohio
$7.22M
KPWS
154
Kestra Private Wealth Services
Texas
$7.03M
CWA
155
Capital Wealth Alliance
Arizona
$6.98M
EC
156
Estate Counselors
Wisconsin
$6.9M
Citadel Advisors
157
Citadel Advisors
Florida
$6.77M
PCIG
158
Partners Capital Investment Group
Massachusetts
$6.73M
MA
159
Mutual Advisors
Nebraska
$6.57M
DC
160
Davenport & Co
Virginia
$6.46M
VPA
161
Vernal Point Advisors
California
$6.44M
TAM
162
Tucker Asset Management
Colorado
$6.39M
TPCW
163
TD Private Client Wealth
New York
$6.35M
Jones Financial Companies
164
Jones Financial Companies
Missouri
$6.24M
PA
165
Parallel Advisors
California
$6.11M
IPW
166
IronBridge Private Wealth
Texas
$6.06M
IFWM
167
Institute for Wealth Management
Colorado
$6.04M
ALC
168
Alexander Labrunerie & Co
Missouri
$6M
RAG
169
RIA Advisory Group
Iowa
$5.85M
CWM
170
Calamos Wealth Management
Illinois
$5.82M
AIS
171
American Investment Services
Massachusetts
$5.82M
1WM
172
1858 Wealth Management
Ohio
$5.81M
UBV
173
United Bank (Virginia)
Virginia
$5.8M
US Bancorp
174
US Bancorp
Minnesota
$5.78M
ACM
175
Avalon Capital Management
California
$5.73M